Perfil
Mr. Thomas B.
Lee, CFA MBA, is a Co-President & Chief Investment Officer of Equities and Derivatives at Parametric Portfolio Associates LLC and a Principal at Parametric Risk Advisors LLC.
He leads Parametric’s Research, Strategy, Portfolio Management, and Trading teams, coordinating resources, aligning priorities, and establishing processes for achieving clients' investment objectives.
He is a voting member of all the firm's investment committees.
Prior to joining Parametric in 1994 (originally as an employee of the Clifton Group, which was acquired by Parametric in 2012), He spent two years working for the Board of Governors of the Federal Reserve in Washington, DC.
He earned a BS in economics and an MBA in finance from the University of Minnesota.
Cargos activos de Tom Lee
| Empresas | Cargo | Inicio |
|---|---|---|
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Presidente | 31/12/2012 |
Parametric Risk Advisors LLC
 Parametric Risk Advisors LLC Investment ManagersFinance Founded in 2007 by Brad Berggren, Parametric Risk Advisors LLC is a registered investment advisor located in Westport, Connecticut. They are a subsidiary of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). | Corporate Officer/Principal | 31/12/2016 |
Antiguos cargos conocidos de Tom Lee.
| Empresas | Cargo | Fin |
|---|---|---|
The Clifton Group Investment Management Co.
 The Clifton Group Investment Management Co. Investment ManagersFinance Founded in 1972, Parametric Clifton is a registered investment advisor located in Minneapolis, Minnesota. The firm is a division of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). They were formerly known as Clifton Group Investment Management Co. Parametric Clifton provides customized investment services to institutional investors. | Analista-Renta Fija | 31/12/2012 |
Formación de Tom Lee.
| University of Minnesota | Masters Business Admin |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
The Clifton Group Investment Management Co.
The Clifton Group Investment Management Co. Investment ManagersFinance Founded in 1972, Parametric Clifton is a registered investment advisor located in Minneapolis, Minnesota. The firm is a division of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). They were formerly known as Clifton Group Investment Management Co. Parametric Clifton provides customized investment services to institutional investors. | Finance |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Finance |
Parametric Risk Advisors LLC
Parametric Risk Advisors LLC Investment ManagersFinance Founded in 2007 by Brad Berggren, Parametric Risk Advisors LLC is a registered investment advisor located in Westport, Connecticut. They are a subsidiary of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). | Finance |
- Bolsa de valores
- Insiders
- Tom Lee
